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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,722 | $112,915-87.8% | $90,965-84.9% | $158,950-91.4% |
| Participation rate | 73.3% | 74.7%-1.4pp | 69.0%+4.3pp | 82.0%-8.6pp |
| Annual return | -14.84% | 215.75%-230.6pp | 134.57%-149.4pp | 302.91%-317.7pp |
| Employer contribution / active EE | $2,261 | $2,894-21.9% | $2,122+6.6% | $4,762-52.5% |
| Participant deferral / active EE | $3,779 | $4,128-8.5% | $3,373+12.0% | $5,983-36.8% |
| Admin fee / account holder | $332 | $8,044-95.9% | $5,960-94.4% | $11,248-97.1% |